Values-based Investing

What is it?

Investing that has the power to deliver competitive returns and bring about positive change.

Values Based Investing (VBI) is an investment philosophy that considers criteria based on Environmental, Social and Governance (ESG) values, alongside financial returns, when selecting an investment opportunity.

This is one of the newest and fastest growing sectors within the investment universe. There are now over 1,254 managers representing over $34 trillion committed to VBI worldwide . According to the United States Sustainable Investment Forum (US SIF), VBI accounts for around one in every nine dollars under professional management in the US.

VBI covers a range of strategies and asset classes, from listed equity funds through to private equity investments. Increasingly new investment models are being developed that employ values-based investing to enhance returns as well as drive positive change.

Source: UNPRI- April 2013

Impact investing

Find out more about the selection process for qualifying Impact investments via the Social Stock Exchange (SSX) and their range of quoted member shares and bonds.

Investment Choices

Funds investing in Listed Financial Instruments:

  • Ethical: Negative screening: remove all “sin” sectors companies from portfolio (includes pornography, armaments, gambling, natural resources and alcohol). Positive screening: as above but also only select companies with “best in class” CSR (Corporate Social Responsibility) credentials from remaining universe.
  • ESG (Environmental, Social & Governance) -based investment: Integrating long-term ESG criteria into investment decision making in order to produce superior financial returns. This differentiates it from ethical investments, which set financial returns as a secondary consideration, subordinate to ethical or sustainability goals

Private Equity based funds:

  • Impact Investments: investments in businesses or projects with the primary aim of delivering positive change (e.g. microfinance. Community investing)
  • Green Tech: investing in new technologies that reduce or eliminate harmful impact to the environment (includes renewable fuels, waste treatment, water recycling etc.)

Allocation Policy

Before you subscribe to any New Issues you should read our Allocation Policy.

Register Interest

Register your interest in Values Based Investing to be kept informed of all our offers:

Current Offers

Type Name Theme Offer Details Closing Date Further Info  
Global Equities Alquity Future World Global Emerging Markets
  • Initial Fee Waived
  • Donation increased by 50%
Further Info Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
7IM Sustainable Balance C Inc2.9114.8631.6884.121.90Buy
AXA Ethical Distribution Z Inc1.5015.4233.93231.131.55Buy
Aberdeen Ethical World Equity I Inc8.7429.6335.95146.800.80Buy
Aberdeen Multi Manager Ethical Portfolio I Inc8.1437.6064.4369.140.20Buy
Aberdeen Responsible UK Equity I Inc9.6927.4443.3428.291.90Buy
Castlefield B.E.S.T Sustainable Income Inst Inc-3.023.6326.4227.393.80Buy
Castlefield B.E.S.T Sustainable Income Charity Inc-2.992.3724.8827.393.80Buy
Castlefield B.E.S.T Sustainable European General Inc---11.81-Buy
Climate Assets B Inc3.9328.0947.5659.792.53Buy
EFA Eden SRI B Inc5.0517.18-0.002.06Buy
EFA Eden SRI A Inc4.8616.50-0.002.07Buy
EdenTree Amity European B1.3437.1567.66100.061.87Buy
EdenTree Amity International B9.8332.8744.24232.331.82Buy
EdenTree Amity Short Dated Bond B Gr Inc---20.95-Buy
EdenTree Amity Sterling Bond B3.2411.4124.26131.984.44Buy
EdenTree Amity UK B5.6718.7949.46156.122.11Buy
F&C Responsible Global Equity 2 Inc14.5650.3385.14412.380.70Buy
F&C Responsible UK Equity Growth 2 Inc10.7028.8264.74430.981.90Buy
F&C Responsible UK Income 2 Inc7.6522.3653.09343.293.60Buy
FP WHEB Sustainability C Inc13.5543.8278.08196.000.95Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Impax Environmental Markets Ord 10P19.3470.19118.50-3.75281.55Buy
Jupiter Green Investment8.3628.7467.80-5.83201.76Buy
Menhaden Capital Plc ORD 1P12.70---22.2091.26Buy
Syncona Limited Ord NPV37.1384.01100.4645.31151.06Buy


Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
BetaShares Australian Sustainability Leaders ETF----AUDEquity - AustraliaBuy
UBS ETF - MSCI Emerging Markets Socially Responsible UCITS ETF USD A Dis-3.123.7125.87-GBXEquity - Emerging MarketsBuy
UBS ETF - MSCI EMU Socially Responsible UCITS ETF (EUR) A Dis GBP1.789.7050.4876.05GBXEquity - Europe ex UKBuy
UBS ETF - MSCI Pacific Socially Responsible UCITS ETF (USD) A Dis GBP0.048.4432.5750.25GBXEquity - Asia Pacific inc JapanBuy
UBS ETF - MSCI World Socially Responsible UCITS ETF (USD) A Dis GBP3.6610.7143.4770.46GBXEquity - EthicalBuy
UBS (Irl) ETF plc - MSCI ACWI Socially Responsible UCITS ETF (hedged to GBP) A Dis----GBPEquity - EthicalBuy
UBS (Irl) ETF plc - MSCI ACWI Socially Responsible UCITS ETF (hedged to USD) A Acc----USDEquity - EthicalBuy
UBS (Irl) ETF plc - MSCI United Kingdom IMI Socially responsible UCITS ETF A Dis7.305.8322.48-GBPEquity - UKBuy
iShares Dow Jones Global Sustainability Screened UCITS ETF GBP3.469.6541.1564.15GBPEquity - EthicalBuy
iShares Global Clean Energy UCITS ETF GBP11.6113.700.3640.41GBPCommodity & EnergyBuy
iShares MSCI Europe SRI UCITS ETF GBP1.365.0826.6550.17GBPEquity - Europe inc UKBuy
iShares MSCI World Islamic UCITS ETF GBP3.958.3737.0759.55GBPEquity - EthicalBuy
iShares Sustainable MSCI Japan SRI EUR Hedged UCITS ETF GBP-1.8415.81--GBPEquity - JapanBuy
iShares Sustainable MSCI Emerging Markets SRI UCITS ETF GBP-2.035.93--GBPEquity - Emerging MarketsBuy
iShares Sustainable MSCI USA SRI UCITS ETF GBP8.0016.64--GBPEquity - USABuy


Name1 Year (%)3 Years (%)5 Years (%)NAVDiscountNDYSector
Foresight Solar & Infrastructure VCT PLC C ORD 1P11.474.774.0290.00-7.786.02VCT Specialist: EnvironmentalBuy
Foresight Solar & Infrastructure VCT PLC Ord 1P3.827.0223.1299.60-9.646.67VCT Specialist: EnvironmentalBuy
Triple Point Income Vct Plc Ord 1P15.5068.8552.2763.08-20.7410.00VCT GeneralistBuy

Open an account

Opening an account is easy and you will need:

  • Your address details for the last three years
  • Your debit card details including bank account number and sort code
  • Your National Insurance (NI) number

Open an account

Please be aware of the risks involved. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Past performance is no guarantee of future performance. Tax treatment depends on your individual circumstances and may be subject to change. If in any doubt, please seek advice.


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